- Build deep, long-lasting and mutually valuable relationships in which you will provide financial solutions and opportunities to your portfolio of clients
- Maintain the highest standard of excellence in developing strategies to increase wallet share of existing clients and identifying product opportunities within the business through regularly collecting, updating and analyzing client financials
- Conduct full needs assessments with current and potential wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations
- Represent the company in community organizations and activities to enhance the Company's image and maintain and grow a referral network for additional relationship opportunities while maintaining an active prospect pipeline. Business development through existing relationships and COI's (certificate of insurance) will also be expected For this role, HSBC targets a fixed pay range between $76,000.00 and $200,000.00 The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee's overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a "bonus"). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle. Requirements You ́ll likely have the following qualifications to succeed in this role:
- Meaningful experience in nontraditional banking financial sales, providing client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios
- Expert knowledge in wealth planning and wealth products, the impact of macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management
- Strong client focuses and ability to deliver needs-based solutions through effective communication, influencing, and sales skills
- Ability to demonstrate strong relationship deepening skills with existing client base to build and grow relationships and develop referral sources
- Strong business development skills to work with outside COI's to develop self-sourced business
- Self-Motivated and Self-driven individual with strong relationship and communications skills
- Good understanding of how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
- Series 7, 66 (in lieu of 63 and 65), California Life and Health insurance licenses required
- Foreign language skills, such as Mandarin and/or Cantonese are required In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future #wayup All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.
-
Ventas Key Account Relationship Manager- Los Angeles
Found in: Lensa US 4 C2 - 4 days ago
Sales and Merchandising Services Los Angeles, United StatesJob Description · Job Description Salary: 6500 · CBI International is looking for National KAM · Objetivo: · Liderar y atender las cuentas claves y/o distribuidores asignados a su cartera, con el objetivo de lograr el cumplimiento de las metas de sell in y sell out, así como tam ...
-
Wealth Relationship Manager
Found in: One Red Cent US C2 - 1 day ago
HSBC Arcadia, United States· Job description · Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the p ...
-
Ventas Key Account Relationship Manager- Los Angeles
Found in: ZipRecruiter Test10S US C2 - 1 day ago
Sales and Merchandising Services Los Angeles, United StatesJob Description · Job DescriptionSalary: 6500 · CBI International is looking for National KAM · Objetivo: · Liderar y atender las cuentas claves y/o distribuidores asignados a su cartera, con el objetivo de lograr el cumplimiento de las metas de sell in y sell out, así como tamb ...
-
Business Relationship Manager
Found in: Lensa US 4 C2 - 2 days ago
New Omni Bank Alhambra, United StatesLocation/Branch: Alhambra, Arcadia, or Rowland Heights · Seniority Level: Mid-Senior Level · Employment Type: (select one) Full Time · Salary: $80,000 to $120,000 a year. Exact compensation may vary based on experience, skills, knowledge, and education. · Benefits: Medical, visio ...
-
Business Relationship Manager
Found in: Lensa US 4 C2 - 2 days ago
New Omni Bank N.A Alhambra, United StatesJob Description · Job Description · Business Relationship Manager · Department: Business Office · FLSA Status: Full Time & Exempt · Reports to: Refer to Organization Chart · Location/Branch: Alhambra, Arcadia, or Rowland Heights · Seniority Level: Mid-Senior Level · Employmen ...
-
Business Relationship Manager
Found in: Lensa US 4 C2 - 3 days ago
East West Bank Monterey Park, United StatesIntroduction: · Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and commun ...
-
Relationship Manager
Found in: J-Vers US C2 - 1 day ago
Comerica Los Angeles, United States Full timeRelationship Manager, Middle Market · The Relationship Manager is responsible for new business development, portfolio management and underwriting to support the needs of the group. This role will focus on clients that typically have an annual revenue between $30MM and $500MM. · P ...
-
Relationship Manager
Found in: beBee S2 US - 2 weeks ago
City National Bank Beverly Hills, United States Full timeRELATIONSHIP MANAGER I · WHAT IS THE OPPORTUNITY? · Responsible for managing a portfolio of business and personal relationships. Through proactive client profiling deepens client relationships by cross selling appropriate products and services. Develops new clients through referr ...
-
Helper - Printing (M/F/D)
Found in: Orion Innovations US - 3 days ago
Terra Nova Group Arcadia, CA, United States FreelanceFor our client company in the processing printing industry, we are looking for several printing assistants (m/f/d) in rotating shifts in Arcadia, CA. · Your responsibilities: · - Providing, supplying and stocking machines with all consumables · - Changing over machines for differ ...
-
Administrative Assistant for Client Relationship Managers
Found in: Ziprecruiter Test15 US C2 - 1 day ago
AppleOne Pasadena, United StatesJob Description · Job DescriptionFor over three decades, we've dedicated ourselves to providing comprehensive wealth management services, going beyond mere investment management. We firmly believe that achieving lasting financial success requires constant evaluation of your circu ...
-
Horticulture Operations Manager
Found in: Zoho Direct Apply - 2 days ago
BEST Human Capital & Advisory Group Arcadia, United StatesAre you a hands-on leader who isn't afraid to roll up their sleeves and work collaboratively with their team? Does the idea of implementing new technologies and ideas in the workplace excite you? Can you visualize yourself being a part of the executive team at a reputable and ten ...
-
Client Relationship Manager
Found in: Lensa US 4 C2 - 4 days ago
BGSS Los Angeles, United StatesJob Description · Job Description · This Forbes Top 100 nationally ranked investment advisory firm with over $4.7B in AUM is growing As the firm rapidly expands, they have some amazing career opportunities for self-motivated, team-oriented professionals. · They are currently se ...
-
Sr Relationship Manager
Found in: Lensa US 4 C2 - 5 days ago
Pacific Premier Bank Los Angeles, United StatesThe Sr. Relationship Manager is responsible for creating, developing, and managing commercial (C&I) middle market banking relationships. The incumbent in this position will provide expert level advice and education to customers on opportunities to utilize the Bank's deposit and l ...
-
Client Relationship Manager
Found in: Lensa US 4 C2 - 3 days ago
Ernest Los Angeles, United StatesErnest is currently in search of a B2B Outside Sales Rep (Client Relationship Manager) for our division located in Vista, CA. This is a full time position that offers a competitive base salary, plus commission, along with benefits.For over 75 years, Ernest has been committed to t ...
-
Corporate Relationship Manager
Found in: Lensa US 4 C2 - 2 days ago
Genesis Capital LLC Los Angeles, United StatesJob Description · Job Description · The Corporate Relationship Manager is responsible for driving loan originations by managing the sales cycle and the workflow between the Sales, Underwriting, Construction and Operations teams to help convert both lending and client opportuniti ...
-
Client Relationship Manager
Found in: Lensa US 4 C2 - 2 days ago
Ernest Los Angeles, United StatesErnest · is currently in search of a Client Relationship Manager (outside B2B sales) for our Riverside County, CA territory. This is a full time position that offers a competitive base salary, commissions, bonuses, along with benefits and a wonderful company culture. · For over ...
-
Client Relationship Manager
Found in: Lensa US 4 C2 - 3 days ago
Ernest Packaging Solutions Los Angeles, United StatesFor over 77 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the advantages of learning proven methods of success, a proactive approach, and having fun ...
-
Client Relationship Manager
Found in: Lensa US 4 C2 - 2 days ago
Ernest Packaging Solutions Los Angeles, United StatesFor over 77 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the advantages of learning proven methods of success, a proactive approach, and having fun ...
-
Business Relationship Manager
Found in: Lensa US 4 C2 - 2 days ago
Life Science People Los Angeles, United StatesAs a Business Relationship Manager, your responsibilities will entail conducting detailed requirements analysis, documenting processes, and overseeing user acceptance testing. Success in this role hinges on possessing a natural analytical mindset and the ability to communicate co ...
-
Business Relationship Manager
Found in: Lensa US 4 C2 - 4 days ago
East West Bank Cerritos, United StatesIntroduction:Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community ...
Wealth Relationship Manager - Arcadia, United States - HSBC
Description
Job description
Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.
The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships with high value clients. Professionalism client focus, and understanding of the fundamentals of wealth planning will be key as the WRM acquires, develops, advises, and retains a portfolio of clients.
As the Wealth Relationship Manager, you will:
